2023 Form 5500 filing — Amberwell Health 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015200325NAL0017154131002) for Amberwell Health 401(K) Plan, reported by Amberwell Atchison Association under EIN 48-0561974 and plan number 002. It reports 521 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200325NAL0017154131002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Amberwell Atchison Association
- EIN
- 48-0561974
- Plan number
- 002
- Location
- Atchison, KS
- Participants
- 521
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,446,198
- Net assets (EOY)
- $19,446,198
- Employer contributions
- $472,983
- Participant contributions
- $1,572,587
- Total income / additions
- $4,075,848
- Benefits paid
- $2,631,479
- Administrative expenses
- $53,689
- Total expenses
- $2,703,402
- Net increase / (decrease)
- $1,372,446
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $53,689 | $0 |